Import Financial Plan Data

[Christopha]

Dear SAP experts,

we have uploaded planned project costs via the App "Import Financial Plan Data" using the template for "Project Planning". As plan category we used "PLN".

The values that we uploaded were not only displyed in the app "Projects - Plan/Actual" but also in the PnL report (App "P&L - Plan/Actual"). Our assumption was, that the planning for projects wouldn't affect the planning for the PnL. We would like to plan projects separately from PnL.

Is the above descriped behaviour standard system behaviour and, if so, could you please explain the business context why it is standard system behaviour?

And what is recommended to separate the project planning from the PnL planning? We are thinking of creating an additional plan category and to use this new plan category only for e.g. projects. Would this be the standard way to separate different plannings from each other?

Many thank in advance!

Best regards

Christoph Hacksted

[former_member94298 · Accepted solution]

Sounds pretty standard to me.

The simple way to separate the data - as you say - would be to use a dedicated plan category for the project specific stuff

[former_member605142]

Hi there - can the global currency be changed to company code currency on the template provided?

[Susanne_Helbig]

Dear Tamlyn,

the template is just an example of how the file should look like, so you need to add fields and key figures you need.

Please refer to the Import Financial Plan Data docu - 'Derivations During Plan Data Import' - Section 15 and 16

https://help.sap.com/viewer/6b39bd1d0e5e4099a5b65d835c29c696/2002.500/en-US/f40df478a24a40b197a68467...

Best regards

Susanne

[former_member132363]

Here are some SAP resources you may review based on your topic "financial plan data"

Import Financial Plan Data

With this app, you can upload plan data stored in a comma-separated values file (CSV file). This feature allows you to perform your planning in an external?...

https://fioriappslibrary.hana.ondemand.com/sap/fix/externalViewer/#/detail/Apps('F1711')/S13OP

SAP Extended Financial Planning rapid-deployment solution

SAP Extended Financial Planning allows customers to use SAP Business Planning and Consolidation to: ? Leverage SAP G/L- based dimensions and data for?...

https://rapid.sap.com/bp/RDS_BPC_PLAN

Other Apps in Cost Accountant - Overhead

Import Financial Plan Data. for Cost Accountant ... With this app you can upload plan data stored in a comma-separated values file (CSV file). This feature allows ?...

https://fioriappslibrary.hana.ondemand.com/sap/fix/externalViewer/#/detail/Apps('F1711')/S14OP